Focused Alpha LLC’s NextEra Energy NEE Stock Holding History

Focused Alpha LLC’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$616K	Buy	7,018 +681	+11%	+$61.6K	0.16%	128
2026 Q1	$589K	Buy	6,337 +978	+18%	+$86.9K	0.18%	115
2025 Q4	$430K	Buy	+5,359	New	+$444K	0.13%	160

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focused Alpha LLC's NEE Position: Q2 2026 in Review

Focused Alpha LLC increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $61.6K and bringing the position to 7,018 shares worth $616K. The position accounts for 0.16% of the portfolio, ranked #128.

Focused Alpha LLC first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 2,732 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Focused Alpha LLC held 7,018 shares of NextEra Energy worth $616K as of Q2 2026.
Focused Alpha LLC bought 681 NextEra Energy shares in Q2 2026, an estimated $61.6K.
NextEra Energy made up 0.16% of Focused Alpha LLC's portfolio in Q2 2026, its #128 holding.
Focused Alpha LLC first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
2,732 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Focused Alpha LLC's 13F filing for Q2 2026, filed 7 Aug 2026.